Pensions & Savings Finance Lead

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Job Type: Permanent

Location: This role could be located at our Birmingham, Telford, Edinburgh or London Offices with the flexibility for remote working.

Flexible working: All of our roles are open to part‑time, job‑share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Closing Date: 16th January (23:55)

Salary and benefits: Up to £70,000 depending on experience plus 16% bonus up to 32%; private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, a long‑term savings and retirement business that offers a range of products across our market‑leading brands, Standard Life, Sun Life, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation tackling key issues such as transitioning our portfolio to net zero by 2050.

As the Finance Lead for P&S, you will play a crucial role in ensuring the financial MI used to drive strategic decision making and deliver the financial goals for the Pensions & Savings business is robust, well understood and appropriately documented for our stakeholders. This includes, but is not limited to, the provision of suitable consolidated financial performance MI and the delivery and analysis of the consolidated Annual Operating Plan for Pensions & Savings.

• Driving strategic and financial planning and forecasting for Pensions & Savings. (essential)
• Monitor financial performance and recommend actions to optimise results.
• Partner with the Finance Business Partnering teams to align results and messaging.
• Support and guide change activities, ensuring financial implications are well‑managed from an overall P&S perspective.
• Communicate complex financial insights clearly to a range of diverse stakeholders.
• Represent FP&A in governance forums, providing expert advice and challenge.
• Partner with the wider Finance teams to ensure understanding and accuracy of past results and forecasts.

• Strong analytical skills with experience in working with financial and operational data to support decision‑making. Able to build and interpret financial models and use analytical tools to generate insights that inform business actions.
• Problem‑solving mindset with experience contributing to initiatives in complex environments. Comfortable working through ambiguity, collaborating across teams, and supporting the development of practical, sustainable solutions aligned to business goals.
• Detailed understanding of pensions and savings products and financial considerations including key drivers of profit and balance sheet dynamics under Solvency II and IFRS.
• Strong expertise in strategic planning, forecasting, and performance management across unit‑linked business.
• Broad based experience of financial work within a UK regulated Life company.

We want to hire the whole version of you.

We’re committed to ensuring that everyone feels accepted and welcome. Applicants from all backgrounds are encouraged to apply. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

We’re reviewing applications as they come in, so apply early to avoid missing out.

• Guide for Candidates:
• Find or get answers from our colleagues:

Many of our colleagues will be taking a well‑earned break over the festive period. We’re still advertising our open roles and as part of our commitment to providing the best candidate experience, we wanted to let you know that there may be a delay in responding to applications received between the 19th December and 5th January. Please bear with us and we’ll be in touch as soon as we can.